EWA
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EP Wealth Advisors’s CrowdStrike CRWD Stock Holding History

EP Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51M Buy
66,724
+5,752
+9% +$610K 0.03% 267
2025
Q4 		$7.15M Buy
+60,972
New +$7.76M 0.04% 234
2025
Q2 		$7.56M Buy
59,388
+2,940
+5% +$319K 0.05% 211
2025
Q1 		$4.98M Sell
56,448
-192
-0.3% -$18.3K 0.04% 222
2024
Q4 		$4.85M Buy
56,640
+4,856
+9% +$404K 0.04% 223
2024
Q3 		$3.63M Sell
51,784
-16,940
-25% -$1.2M 0.03% 258
2024
Q2 		$6.58M Buy
68,724
+48,552
+241% +$4.04M 0.07% 155
2024
Q1 		$1.62M Buy
20,172
+7,272
+56% +$557K 0.02% 297
2023
Q4 		$823K Buy
12,900
+4,052
+46% +$212K 0.01% 401
2023
Q3 		$370K Sell
8,848
-162,408
-95% -$6.31M 0.01% 514
2023
Q2 		$439K Buy
171,256
+88,640
+107% +$3.09M 0.01% 494
2023
Q1 		$4.13M Buy
82,616
+71,424
+638% +$2.07M 0.07% 153
2022
Q4 		$295K Buy
+11,192
New +$383K 0.01% 471
2022
Q3 		– Sell
-9,948
Closed -$419K – 392
2022
Q2 		$419K Buy
9,948
+352
+4% +$15.9K 0.01% 411
2022
Q1 		$545K Buy
9,596
+800
+9% +$37.3K 0.01% 365
2021
Q4 		$450K Sell
8,796
-2,696
-23% -$164K 0.01% 374
2021
Q3 		$706K Buy
11,492
+560
+5% +$36.1K 0.02% 281
2021
Q2 		$687K Buy
10,932
+160
+1% +$8.61K 0.02% 286
2021
Q1 		$491K Buy
10,772
+6,772
+169% +$358K 0.02% 322
2020
Q4 		$212K Buy
+4,000
New +$156K 0.01% 401

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EP Wealth Advisors's CRWD Position: Q1 2026 in Review

EP Wealth Advisors increased its CrowdStrike (CRWD) stake by 9.4% in Q1 2026, buying an estimated $610K and bringing the position to 66,724 shares worth $6.51M. The position accounts for 0.03% of the portfolio, ranked #267.

EP Wealth Advisors first reported a position in CRWD in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.56M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • EP Wealth Advisors held 66,724 shares of CrowdStrike worth $6.51M as of Q1 2026.
  • EP Wealth Advisors bought 5,752 CrowdStrike shares in Q1 2026, an estimated $610K.
  • CrowdStrike made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • EP Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and has held it in 20 quarters since.
  • EP Wealth Advisors's CrowdStrike position peaked at $7.56M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.